AMM

American Money Management Portfolio holdings

AUM $566M
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$913K
3
+$623K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$547K
5
LMT icon
Lockheed Martin
LMT
+$538K

Top Sells

1
+$1.57M
2
+$994K
3
+$642K
4
DUK icon
Duke Energy
DUK
+$463K
5
AMZN icon
Amazon
AMZN
+$417K

Sector Composition

1 Technology 22.58%
2 Financials 9.4%
3 Consumer Discretionary 8.65%
4 Industrials 5.3%
5 Consumer Staples 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.5M 7.14%
155,039
+110
2
$26.2M 6.81%
322,760
+3,225
3
$16.9M 4.39%
50,349
+355
4
$13.9M 3.61%
272,449
-4,632
5
$10.4M 2.69%
98,051
+5,164
6
$7.98M 2.07%
12,412
-255
7
$7.25M 1.88%
50,040
-1,240
8
$7.13M 1.85%
17,175
+42
9
$7.1M 1.84%
12,514
-144
10
$7.1M 1.84%
38,814
+338
11
$6.96M 1.81%
53,322
-3,021
12
$6.76M 1.76%
119,063
-722
13
$6.76M 1.76%
42,711
+686
14
$6.61M 1.71%
22,589
+1,254
15
$6.54M 1.7%
27,069
+574
16
$6.44M 1.67%
29,697
+913
17
$6.37M 1.65%
47,050
+89
18
$6.29M 1.63%
17,512
+503
19
$6.26M 1.62%
48,490
+535
20
$5.79M 1.5%
33,834
+380
21
$5.75M 1.49%
42,094
-474
22
$5.61M 1.46%
6,125
-9
23
$5.58M 1.45%
110,580
+208
24
$5.49M 1.42%
47,473
+359
25
$5.47M 1.42%
13,140
-108
1
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